Get started with Deal

Welcome to Inpart Deal

We’re excited to have you on board. Whether you’re brand new or just need a quick refresher, this guide will help you get started in no time.

In this article, you’ll find the essentials to set up and begin using Inpart Deal, along with a selection of helpful support articles to guide you through your first steps. Let’s get started!

A few great articles to begin with

Enter information into the platform

1. Create opportunities: Create an opportunity to evaluate a potential deal with a partner company.
2. Create meetings: Capture and manage the interactions that happen between your organization and other potential partners.
3. Create contacts: Partnering is essentially made of interactions between people. Track your contacts and interactions either during the initial evaluation of new opportunities or later during the collaboration. 
4. Create companies: Keep track of all the organizations you interacted with and record information about them.
5. Manage your conference records: Quickly import meetings to save time on manual data entry after conferences like BIO International Convention, BIO Partnering at JPM, and more. 

Create your reporting views

1. Create reporting views: Views allow you to visualize in one click the information related to opportunities, agreements, companies, and meetings that matter most to you.

Set up your adjacent tools to work with Deal

1. Set up your Outlook add-in: The Outlook Add-in lets you centralize the interactions around a company and/or opportunity by pushing important emails, documents, and contacts onto the platform.
2. Install Deal on your mobile devices: Inpart fits all your internet-enabled devices. It helps you reduce time to information and decisions and improve productivity when attending meetings and events.

Best practices

These best practices will help your organization get the most out of the platform, saving time, streamlining reporting, and boosting overall efficiency.

• Naming opportunities
  An opportunity is a discussion with one company about one asset or technology. It should be named as accurately as possible, using the asset or technology name given by the company or organization.
• Storing attachments
  Push material into Deal either by drag-and-drop or by using the Outlook add-in. The materials that should be stored are partner decks, emails to decline collaboration and other types of information.
• Status, workflow, and milestones
  Keep the status and stages of the opportunities accurate and up-to-date. This ensures that opportunity reporting is always correct.